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PepsiCo

3,320 hedge funds and large institutions have $137B invested in PepsiCo in 2025 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,311 increasing their positions, 1,508 reducing their positions, and 240 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 75.18%75.12% (-0.05%)

3% less funds holding

Funds holding: 3,4213,320 (-101)

11% less capital invested

Capital invested by funds: $154B → $137B (-$17.7B)

13% less repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 1,508

14% less call options, than puts

Call options by funds: $2.78B | Put options by funds: $3.21B

23% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 240

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

Holders
3,320
Holders Change
-101
Holders Change %
-2.95%
% of All Funds
43.71%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.59%
New
186
Increased
1,311
Reduced
1,508
Closed
240
Calls
$2.78B
Puts
$3.21B
Net Calls
-$437M
Net Calls Change
-$625M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
1001
Adams Asset Advisors
Texas
$3.77M -$766K -5,690 -17%
MCC
1002
Money Concepts Capital
Florida
$3.77M +$222K +1,645 +6%
CHC
1003
City Holding Co
West Virginia
$3.77M -$48.1K -357 -1%
PWP
1004
Private Wealth Partners
California
$3.76M -$654K -4,853 -15%
PP
1005
Prudential plc
United Kingdom
$3.75M +$3.38M +25,118 +762%
LRIC
1006
Long Road Investment Counsel
Michigan
$3.75M +$9.43K +70 +0.2%
KWMG
1007
King Wealth Management Group
Florida
$3.73M -$136K -1,010 -3%
FIM
1008
Fruth Investment Management
Texas
$3.73M -$5.52K -41 -0.1%
CA
1009
Cullinan Associates
Kentucky
$3.72M +$94.3K +700 +3%
HNWAG
1010
High Net Worth Advisory Group
Florida
$3.72M -$30K -223 -0.8%
SCM
1011
Spring Capital Management
Texas
$3.7M +$24.1K +179 +0.6%
ITC
1012
Inspire Trust Company
Nevada
$3.7M +$808K +6,000 +27%
OCM
1013
Olstein Capital Management
New York
$3.7M +$943K +7,000 +33%
RC
1014
Roundview Capital
New Jersey
$3.7M -$666K -4,947 -15%
NEAM
1015
New England Asset Management
Connecticut
$3.69M +$85.5K +635 +2%
LFG
1016
Larson Financial Group
Missouri
$3.68M +$1.58M +11,725 +73%
CIC
1017
Chilton Investment Company
Connecticut
$3.67M +$33.4K +248 +0.9%
MMM
1018
Mendel Money Management
Illinois
$3.66M -$40.4K -300 -1%
VWM
1019
Valley Wealth Managers
New Jersey
$3.66M +$156K +1,159 +4%
PHS
1020
Pekin Hardy Strauss
Illinois
$3.65M -$98.9K -734 -3%
WAC
1021
William Allan Corp
Colorado
$3.65M +$800K +5,940 +27%
AMM
1022
American Money Management
California
$3.64M +$65.3K +485 +2%
OAM
1023
Occidental Asset Management
California
$3.64M +$175K +1,298 +5%
TCOO
1024
Trust Company of Oklahoma
Oklahoma
$3.63M +$34.8K +258 +0.9%
NC
1025
NovaPoint Capital
Georgia
$3.63M +$241K +1,792 +7%

PEP Hedge Fund Activity: Q2 2025 in Review

3,320 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2025, worth a combined $137B — down 11% from $154B a quarter earlier.

Sellers outnumbered buyers: 240 funds closed out of PEP and 186 opened new positions — a net loss of 54 holders — while 1,508 trimmed existing stakes and 1,311 added.

The largest buyer was Barclays, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $898M.

  • 3,320 institutional investors held PepsiCo (PEP) as of Q2 2025, down from 3,421 in Q1 2025.
  • Funds reported $137B of PepsiCo stock for Q2 2025, down 11% quarter-over-quarter.
  • 186 funds opened new PepsiCo positions in Q2 2025 and 240 closed out, a net change of -54 holders.
  • The largest PepsiCo buyer in Q2 2025 was Barclays, an estimated $440M added.
  • The largest PepsiCo seller in Q2 2025 was Bank of America, an estimated $898M sold.

Based on aggregated 13F filings for Q2 2025.